On Nov. 1, 2020, manager Steven Lee rolled off JPMorgan U.S. Research Enhanced Equity. Lee was not involved in day-to-day portfolio management responsibilities, so his departure does not affect the strategy's Average People rating or Morningstar Analyst Rating of Neutral. Lee remains at J.P. Morgan and as a manager on his other charges, JPMorgan U.S. Large Cap Core Plus JLPSX and JPMorgan Research Market Neutral JMNSX.
Will JDEAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JDEAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the JDEAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of JDEAX’s parent organization’s priorities and whether they’re in line with investors’ interests.